See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,169 | $70,669+47.4% | $169,368-38.5% | $75,163+38.6% |
| Participation rate | 6.9% | 64.8%-57.9pp | 77.1%-70.2pp | 67.2%-60.3pp |
| Annual return | 22.22% | 36.36%-14.1pp | 405.60%-383.4pp | 160.62%-138.4pp |
| Employer contribution / active EE | $263 | $2,211-88.1% | $4,013-93.5% | $2,670-90.2% |
| Participant deferral / active EE | $1,548 | $4,311-64.1% | $6,221-75.1% | $4,125-62.5% |
| Admin fee / account holder | $0 | $5,402-100.0% | $9,003-100.0% | $5,651-100.0% |